Technology, data & AI

Systems implementations with direct operating ownership.

Order and portfolio management, accounting platforms, data warehouses, investor systems and research workflows, supported by hands-on technology and cybersecurity experience.

Investment & accounting systems

Yarra Square PartnersRole held 2019–2025

LSEG Alphadesk OMS/PMS

Partner · COO / CFO / CCO

Implemented LSEG Alphadesk order- and portfolio-management infrastructure.
Built trade processing, reconciliations, pricing, position tagging, risk analysis and P&L reporting workflows around the platform.

Azora CapitalRole held 2017–2018

Enfusion supporting growth from one account to four

CFO / CCO

Implemented Enfusion to support the 2017 long/short equity launch.
The operating platform supported growth from $15 million to $285 million across four accounts in nine months, with no headcount increase during the first 19 months.

Caravel ManagementRole held 2015–2016

EZE across three funds in 45 days

CFO / COO

Implemented EZE OMS for three funds and built the supporting operating processes in 45 days against a 90-day timetable.
Combined the systems work with improvements to NAV, valuation, accounting and performance reporting.

Bay Harbour ManagementRole held 2007–2009

Advent Geneva implementation

CFO / CRO

Implemented Advent Geneva to institutionalize the middle and back office ahead of a J.P. Morgan allocation.
The implementation became a published Advent case study.

Data architecture & reporting

Bay Harbour ManagementRole held 2007–2009

Positions, P&L and risk in one data warehouse

CFO / CRO

Built a data warehouse consolidating Advent Geneva positions, P&L and risk data for internal and investor reporting.
Used the consolidated data to provide real-time cash-flow and margin analysis during the Lehman crisis.

Cross-platform experience

SQL Server and business-intelligence environments

Finance, operations and technology leadership

Designed and oversaw SQL Server-based reporting environments, business-intelligence platforms and operating data warehouses.
Applied enterprise technology and data architecture to reporting, transparency and operational decision support.

Investor & research systems

Pine Grove Asset ManagementRole held 2011–2015

Salesforce investor-relations and CRM platform

Partner / COO

Designed and developed a Salesforce-based investor-relations and CRM solution.
Used the system to track and report historical investor activity and support efforts to target new capital.

Pine Grove Asset ManagementRole held 2011–2015

Bespoke research-management system

Partner / COO

Designed and developed a bespoke research-management solution alongside the investor-relations and CRM work.

LaBranche & Co.Role held 1999–2007

Custom research wire and desk automation

Proprietary Trader; later Enterprise Risk Manager / CRO

Implemented a custom research wire as part of the international trading-desk management role.
Introduced trading and risk benchmarks for traders.

AI workflows & information security

Covara CapitalRole held 2025–present

AI-enabled research and knowledge management

Partner · COO / CFO / CCO

Lead implementation of AI-enabled research, knowledge-management and operational workflow initiatives.
The work is designed to improve reporting efficiency, organizational transparency, institutional memory and investment decision support.

Ernst & YoungRole held 1992–1996

Big Four technology and cybersecurity foundation

CPA · Cybersecurity and management consultant

Earlier experience includes cybersecurity consulting, auditing and management consulting at Ernst & Young.
That technical background informs subsequent oversight of enterprise information systems and investment-management infrastructure.

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